“The Real Threat Is an Own Goal Not a Black Swan”

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Rosenberg Round-Up

Rosenberg Research

36 episodes

4 days ago

Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

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Providing investors with key macro and market developments, insightful data analysis, and actionable ideas that are top of mind for the Rosenberg Research team in the the week ahead.

Investing

Business

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“The Real Threat Is an Own Goal Not a Black Swan” | Brett House

Rosenberg Round-Up

42 minutes 29 seconds

1 year ago

“The Real Threat Is an Own Goal Not a Black Swan” | Brett House

In our latest special interview episode, we welcome seasoned market economist and current Columbia Business School professor Brett House to discuss the Yen carry trade reversal sending shockwaves through markets, all things Powell and the Fed with a special look at Jackson Hole, Trump vs. Harris and the Bank of Canada

The Yen carry trade reversal (1:35) | The Fed’s assessment of the U.S. economy (10:16) | Three counter-arguments why this time is different (17:00) | What to expect from Jackson Hole (23:25) | Upcoming U.S. Presidential election (25:35) | Any concern about the BoC’s rate cuts (30:45)

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